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SSGSX vs WBVRX
SSGSX vs WBVRX Comparison
Open Charts SSGSX vs WBVRX
Victory Sycamore Small Company Opp A
Price$44.25
Change+$0.13 (+0.29%)
VolumeN/A
Net Assets5.37B
William Blair Small Cap Value R6
Price$28.16
Change+$0.12 (+0.43%)
VolumeN/A
Net Assets1.06B
SSGSX vs WBVRX Comparison Chart in %
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SSGSX vs. WBVRX commentary
Aug 06, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is SSGSX is a Buy and WBVRX is a Buy.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.37B vs. WBVRX (1.07B). WBVRX pays higher dividends than SSGSX: WBVRX (1.04) vs SSGSX (0.50). SSGSX was incepted earlier than WBVRX: SSGSX (26 years) vs WBVRX (4 years). SSGSX (1.26) is less costly to investors than WBVRX (0.79). SSGSX is a more actively managed with annual turnover of: 37.00 vs. WBVRX (35.00). SSGSX has a lower initial minimum investment than WBVRX: SSGSX (2500) vs WBVRX (1000000). WBVRX annual gain was more profitable for investors over the last year : -3.26 vs. SSGSX (-5.54). WBVRX return over 5 years is better than : 149.69 vs. SSGSX (16.31).
| SSGSX | WBVRX | SSGSX / WBVRX | |
| Total Expense Ratio | 1.26 | 0.79 | 159% |
| Annual Report Gross Expense Ratio | 1.26 | 0.79 | 159% |
| Fund Existence | 26 years | 4 years | - |
| Gain YTD | -4.975 | -5.270 | 94% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.37B | 1.07B | 504% |
| Annual Yield % from dividends | 0.50 | 1.04 | 48% |
| Returns for 1 year | -5.54 | -3.26 | 170% |
| Returns for 3 years | -7.63 | -6.89 | 111% |
| Returns for 5 years | 16.31 | 149.69 | 11% |
| Returns for 10 years | 13.97 | N/A | - |
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